Giving News
Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
Savvy Living
Medicare and Telehealth Visits
July 17, 2026
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits,...
Locating Assets After a Loved One Passes Away
July 10, 2026
After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware...
Robotic Pets Can Provide Comfort
July 3, 2026
My parent, who has dementia, recently moved into an assisted living facility that does not allow pets. I am thinking...
Washington News
Identity Protection PINs Help Safeguard Taxpayers
July 17, 2026
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Summer Launch for IRS Security Summit
July 10, 2026
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Guidance Issued for Child IRA Accounts
July 3, 2026
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Personal Planner
Important Life Decisions
July 17, 2026
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...
Bypass the Estate Tax
July 10, 2026
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating...
Gift Tax Surprise
July 3, 2026
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear...
